Cornerstone Planning’s Invesco BulletShares 2029 Corporate Bond ETF BSCT Stock Holding History

Cornerstone Planning’s Portfolio BSCT Stock Details BSCT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$11.3M	Buy	608,133 +14,380	+2%	+$268K	2.61%	5
2026 Q1	$11.1M	Buy	593,753 +202,879	+52%	+$3.82M	2.51%	5
2025 Q4	$7.37M	Buy	+390,874	New	+$7.36M	1.71%	15
2024 Q4	$1.75M	Buy	+95,613	New	+$1.77M	0.67%	51

Other funds holding BSCT

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Clearstead Advisors Cleveland, Ohio $10.6B AUM 24.87% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Cornerstone Planning's BSCT Position: Q2 2026 in Review

Cornerstone Planning increased its Invesco BulletShares 2029 Corporate Bond ETF (BSCT) stake by 2.4% in Q2 2026, buying an estimated $268K and bringing the position to 608,133 shares worth $11.3M. The position accounts for 2.61% of the portfolio, ranked #5.

Cornerstone Planning first reported a position in BSCT in Q4 2024 and has held it in 4 quarters since. 349 funds tracked by Wall St. Rank hold BSCT as of Q2 2026.

Cornerstone Planning held 608,133 shares of Invesco BulletShares 2029 Corporate Bond ETF worth $11.3M as of Q2 2026.
Cornerstone Planning bought 14,380 Invesco BulletShares 2029 Corporate Bond ETF shares in Q2 2026, an estimated $268K.
Invesco BulletShares 2029 Corporate Bond ETF made up 2.61% of Cornerstone Planning's portfolio in Q2 2026, its #5 holding.
Cornerstone Planning first reported a position in Invesco BulletShares 2029 Corporate Bond ETF in Q4 2024 and has held it in 4 quarters since.
349 funds tracked by Wall St. Rank held Invesco BulletShares 2029 Corporate Bond ETF as of Q2 2026.

Based on Cornerstone Planning's 13F filing for Q2 2026, filed 30 Jul 2026.